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How to set staff permissions

Cassandra Mobbs
Cassandra Mobbs

This document provides instructions for setting staff permissions and passwords in a scheduling software. It describes how to log staff in and out, set automatic log out times, hide appointment screens when staff are logged off, and change the admin password. Staff can be assigned unique passwords to track their activity. Permissions control which features each staff member can access. These settings help maintain security and privacy while allowing management of user access.

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HOW TO SET STAFF PERMISSIONS& PASSWORDS In this guide we will cover how to: Set staff passwords Set staff permissions Automatic Log Out Hide appointment screen when staff are logged off Change Admin Password To be able to change the staff members password, you first have to be logged in as them. There are 2 ways of doing this. Click on the staff members picture from the Main appointment screen-this will automatically log them in Click on the area surrounding the picture-this will bring up a pop up box with several options. Click on Login.
Once you are logged in, the area surrounding the staff members photo will become red. You can double check that you are logged in by again clicking on that area and instead of the Login option, it will be Logout.
Next you need to go to Maintenance and then Staff.
The Staff box will appear, here is where you can select the staff member (or check that it is the right one) and then click on Change Password. The next box to appear will be the Change Password box. If this is the first time assigning a password to the staff member, please leave the Current Password blank. Then enter in the password in the New Password field and then Confirm the New Password by entering the same password again. Click on OK to apply the change. You can do this for each staff member. Please Note: If all staff members have a password then they do not have to select their name to login. They just have to enter the password and the system will recognise them automatically. Also, for online bookings, to login the staff member just uses the same password. Screen shots will be provided below. Also please note that by using the staff passwords, you can keep track of which staff member has made the appointment and who has finalised the appointment etc.
Enter Password to login: Test Salon Login
SETTING STAFF PERMISSIONS In this next section I will show you how to set staff permissions. From the Main Appointment screen, go to Maintenance and then Staff. Click on the authority Permissions tab.
This will bring up the options available for each staff members to have permission to use. Please Note: When setting the staff members passwords, come to this area and Select LOG OUT AFTER SALE. This will log out each staff member after they have processed a sale and will make each staff member log back in to use the software.
Also note that in Maintenance-Settings-General, there is the Security Settings. In this is the option to Auto Log Off after a designated timeframe. By setting this, you will also ensure that your staff have to login to use the software.
HIDE APPOINTMENT SCREEN WHEN STAFF LOGGED OFF For extra security there is also the option to hide the appointment screen when your staff are logged off of the terminal. To set this, go to Maintenance-Settings-Staff. There you will find the Staff Options. Click on Hide Appointment Screen When Staff Logged Off. Then select OK
CHANGE ADMIN PASSWORD To change the admin password go to Maintenance-Settings-General- Change Admin Password Please Note: As the administrator/owner you are the only person who can delete invoices.
Then a box will pop up with the change password options. Fill in the Current Password and then enter in the new password and then again to confirm it.

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How to set staff permissions

  • 1. HOW TO SET STAFF PERMISSIONS& PASSWORDS In this guide we will cover how to: Set staff passwords Set staff permissions Automatic Log Out Hide appointment screen when staff are logged off Change Admin Password To be able to change the staff members password, you first have to be logged in as them. There are 2 ways of doing this. Click on the staff members picture from the Main appointment screen-this will automatically log them in Click on the area surrounding the picture-this will bring up a pop up box with several options. Click on Login.
  • 2. Once you are logged in, the area surrounding the staff members photo will become red. You can double check that you are logged in by again clicking on that area and instead of the Login option, it will be Logout.
  • 3. Next you need to go to Maintenance and then Staff.
  • 4. The Staff box will appear, here is where you can select the staff member (or check that it is the right one) and then click on Change Password. The next box to appear will be the Change Password box. If this is the first time assigning a password to the staff member, please leave the Current Password blank. Then enter in the password in the New Password field and then Confirm the New Password by entering the same password again. Click on OK to apply the change. You can do this for each staff member. Please Note: If all staff members have a password then they do not have to select their name to login. They just have to enter the password and the system will recognise them automatically. Also, for online bookings, to login the staff member just uses the same password. Screen shots will be provided below. Also please note that by using the staff passwords, you can keep track of which staff member has made the appointment and who has finalised the appointment etc.
  • 5. Enter Password to login: Test Salon Login
  • 6. SETTING STAFF PERMISSIONS In this next section I will show you how to set staff permissions. From the Main Appointment screen, go to Maintenance and then Staff. Click on the authority Permissions tab.
  • 7. This will bring up the options available for each staff members to have permission to use. Please Note: When setting the staff members passwords, come to this area and Select LOG OUT AFTER SALE. This will log out each staff member after they have processed a sale and will make each staff member log back in to use the software.
  • 8. Also note that in Maintenance-Settings-General, there is the Security Settings. In this is the option to Auto Log Off after a designated timeframe. By setting this, you will also ensure that your staff have to login to use the software.
  • 9. HIDE APPOINTMENT SCREEN WHEN STAFF LOGGED OFF For extra security there is also the option to hide the appointment screen when your staff are logged off of the terminal. To set this, go to Maintenance-Settings-Staff. There you will find the Staff Options. Click on Hide Appointment Screen When Staff Logged Off. Then select OK
  • 10. CHANGE ADMIN PASSWORD To change the admin password go to Maintenance-Settings-General- Change Admin Password Please Note: As the administrator/owner you are the only person who can delete invoices.
  • 11. Then a box will pop up with the change password options. Fill in the Current Password and then enter in the new password and then again to confirm it.